bearish

Helixtap China Report: Mid-Month Rally In Chinese Rubber Price; Spreads And Inventory Trends Shape Outlook

27 Views12 Aug 2025 18:21
The Chinese rubber market in July 2025 recorded a sharp mid-month rally, fuelled by arbitrage buying and heightened geopolitical tensions along the Thailand–Cambodia border. The flare-up prompted precautionary factory closures, localized evacuations, and a shift in market sentiment, injecting a risk premium into prices. However, the surge was capped by slightly reduced domestic production and stable supply from both domestic and international sources.
What is covered in the Full Insight:
  • Introduction
  • Market Dynamics
  • Supply and Inventory Trends
  • Spread Movements
  • Import and Export Trends
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